Financial Planning
“Plans are nothing. Planning is everything.”
— Dwight D. Eisenhower
Financial planning is the core of what we do. Your plan begins with a thorough review of your current financial situation. Just as you wouldn’t want a doctor who hasn’t thoroughly reviewed your medical history and symptom to write a prescription for you (based on the last sales rep who was in the office), we can’t provide financial advice about any individual topic without understanding your entire financial situation.
- You are unique, and your financial plan should reflect you
- Financial planning is more than an investment portfolio
- Complexity isn’t always better
- Risk is just as important as return
- Experience matters
- As a fiduciary, your interests come first